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咸亨国际:公司主要聚焦能源、交通和应急领域
Zheng Quan Ri Bao· 2026-01-08 12:14
(文章来源:证券日报) 证券日报网1月8日讯 ,咸亨国际在接受调研者提问时表示,公司是国内领先的MRO(维护、维修、运 行)集约化服务商,主要聚焦能源、交通和应急领域,上述领域正是机器人技术的重点应用场景。未 来,机器人的应用会在各行各业实现全面渗透与推广。以公司服务的管网行业为例,国内长输管道总里 程达10.4万公里,配套设施分布广泛——每200公里设置一座输油站或压气站,每30公里设置一座阀 站,且管道需每20-30公里开展一次巡检作业。在此背景下,巡检机器人的应用可有效解决人工巡检效 率低、精度不足、作业风险高等行业痛点,推动巡检工作向智能化、无人化、常态化方向升级。除管网 领域外,机器人在电网、核电、发电、高铁、应急救援、高端制造业等公司服务的核心行业中,同样具 备广阔的应用场景与巨大的实用价值。综合来看,公司所服务领域的机器人应用市场,拥有极为可观的 发展空间与规模潜力。 ...
【咸亨国际(605056.SH)】推出股权激励计划,充分激发团队积极性——25年限制性股票激励计划(草案)点评(孙伟风/鲁俊)
光大证券研究· 2025-09-13 00:06
Core Viewpoint - The company has announced a restricted stock incentive plan for 2025, aimed at motivating its management team and retaining key talent, which is crucial for its long-term development [3][4]. Group 1: Incentive Plan Details - The company plans to grant 6 million restricted stocks, accounting for approximately 1.46% of the total share capital as of the announcement date, with a grant price of 7.29 yuan per share [3]. - The incentive plan includes three phases of unlocking from 2025 to 2027, with unlocking ratios of 40%, 30%, and 30% respectively, contingent on achieving specific revenue and net profit targets [4]. - The revenue targets for the unlocking phases are set at 4.5 billion yuan for 2025, 6 billion yuan for 2026, and 7.5 billion yuan for 2027, while the net profit targets are set at 260 million yuan, 290 million yuan, and 330 million yuan for the respective years [4]. Group 2: Strategic Expansion and Market Trends - The company is focusing on the trend of centralized and e-commerce procurement among state-owned enterprises, aiming to expand into new sectors such as oil and gas and power generation while deepening its presence in the electric grid sector [5]. - The company is committed to enhancing its product offerings and technical services to meet the evolving needs of customers in the MRO (Maintenance, Repair, and Operations) sector, thereby positioning itself as a leader in integrated services for energy, transportation, and emergency sectors [5].